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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,012 | $72,269-33.6% | $101,271-52.6% | $79,852-39.9% |
| Participation rate | 97.4% | 68.5%+28.9pp | 75.8%+21.6pp | 69.6%+27.7pp |
| Annual return | 16.54% | 22.29%-5.7pp | 46.48%-29.9pp | 31.72%-15.2pp |
| Employer contribution / active EE | $13,844 | $2,692+414.3% | $3,660+278.2% | $2,471+460.2% |
| Participant deferral / active EE | $1,422 | $3,282-56.7% | $4,371-67.5% | $3,740-62.0% |
| Admin fee / account holder | $2,771 | $4,401-37.0% | $5,948-53.4% | $5,306-47.8% |